+16.4%
DOCU vs UDR
+9.8%
+6.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.2% |
| 7D | -0.4% | -1.8% | +1.3% | -0.2% |
| 30D | +12.9% | +7.9% | +5.0% | +11.7% |
| 3M | +35.1% | -0.8% | +35.9% | +34.8% |
| 6M | +76.2% | 0.0% | +76.2% | +78.2% |
| YTD | +17.2% | +3.7% | +13.4% | +17.4% |
| 1Y | +16.4% | +8.5% | +7.9% | +14.0% |
| All | +16.4% | +9.8% | +6.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling